AllClients Knowledge Base

Build your Referral Tree

When you are adding contacts to the database, you will want to keep track of who is referring whom. You set up the referral relationship at the time you are adding the contact to the system (you can also do it later). So when you are adding Connie Torres, you will want to tell the system that Connie was referred by Lori Reed.

Click "Add Contact"

Fill in the info for this contact

Then click "Choose Contact"

Select the contact (already in your database) who referred your new contact

Save this contact record when you are done entering all the info

Then your referral tree will automatically update and looks something like this: